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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,205 | $129,737-48.2% | $119,126-43.6% | $154,746-56.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 18.50% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $642 | $4,375-85.3% | $4,034-84.1% | $4,379-85.3% |
| Participant deferral / active EE | $2,541 | $5,842-56.5% | $5,318-52.2% | $6,730-62.2% |
| Admin fee / account holder | $1,168 | $11,961-90.2% | $10,693-89.1% | $14,365-91.9% |